User instructions

Set low-stock alerts

A separate rule for each quantity-tracked item

1. Open the item’s Asset details, then Stock alerts & notes on the PC or Notes & low-stock in the browser.
2. Enable the low-stock alert and enter the quantity below which an alert is needed. For example, a threshold of 5 alerts at 4, but not at 5. Use the same unit as the item’s quantity.
3. Optionally select a responsible user or department. Save the settings; later changes require a reason.
4. Open Low-stock alerts from Inventory, Calendar or Home’s shortcut. Select an alert to open the exact item and review its current quantity. Update stock through the normal inventory-edit workflow when the physical quantity changes.

Rules start off. Empty quantity means unknown, not zero. A configured item with unknown quantity appears as Quantity unknown, separately from confirmed low stock. Quantities are not summed across boxes, locations or similar names. Each rule covers that one item record.

The alert clears when the saved quantity reaches or exceeds the threshold, the rule is disabled, or the item/list is archived. Moving a whole item retains its rule. A partial-quantity split leaves the source rule with the source record; review and configure any rule needed on the new destination record.

Verification results do not automatically change inventory quantity. A recorded Missing or Discrepancy result therefore does not automatically create a low-stock alert. Review the discrepancy and deliberately correct the current quantity when appropriate.